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In this episode, M.G. Siegler and Alex discuss the current state of AI, exploring whether the technology needs a Steve Jobs-like figure, analyzing the AI chaos among big tech companies, and making predictions about the tech landscape in 2026.
A comprehensive review of the tech landscape in 2025, with predictions for 2026 focusing on AI development, key company strategies, potential leadership changes, and the evolving dynamics of big tech firms like Meta, Google, OpenAI, and Tesla.
YC partners reflect on 2025's AI landscape, highlighting stabilization, shifting model dominance with Anthropic and Gemini gaining ground, and the promising potential for AI startups in the deployment phase of technological innovation.
A deep dive into the release of GPT 5.2, exploring its groundbreaking capabilities, potential impact on knowledge work, and the ongoing AI race between major tech companies, highlighting significant advancements in benchmarks and the potential for massive economic disruption.
Jason and Alex discuss the viral Target "ad" in ChatGPT, which turns out to be a partnership integration, and explore the potential future of advertising in AI platforms while analyzing OpenAI's competitive landscape and market share.
A dynamic discussion of OpenAI's "Code Red" moment, exploring the fierce AI competition, market share shifts, and the strategic challenges faced by Sam Altman and ChatGPT against rivals like Google's Gemini, Anthropic's Claude, and Elon Musk's Grok.
A deep dive into NVIDIA's defensive tweet about Google's TPUs, OpenAI's potential funding challenges, and the mysterious revenue plans of ex-OpenAI chief scientist Ilya Sustkever's new AI startup.
Sam Altman and OpenAI acknowledge Google's Gemini 3 model has surpassed them in some areas, signaling a potential shift in the AI competitive landscape and raising questions about model commoditization.
An in-depth exploration of Google's Gemini 3 AI model, its groundbreaking benchmarks, and potential implications for transforming industries from software development to manufacturing, with insights from leading AI experts.
Stewart Butterfield shares insights on product development, leadership, and company culture, discussing mental models like utility curves, the importance of comprehension over friction, generosity in business, and the challenges of building successful products.
Mo Gawdat, former Google X executive, reveals the terrifying rise of AI, its potential to reshape society, and how humans must develop ethical skills and prioritize human connection to thrive in the coming technological transformation.
Ro Khanna discusses immigration reform, censorship, crime, and the challenges facing the Democratic Party in a wide-ranging conversation about economic patriotism, political polarization, and potential solutions to current societal issues.
A candid conversation with Ro Khanna about immigration, AI, political polarization, crime, and the challenges facing American democracy, offering insights from a moderate Democratic perspective.
Tech journalists Kevin Roose and Casey Newton discuss the massive AI infrastructure build-out, including a $100 billion NVIDIA-OpenAI deal, and analyze the potential implications of a tech bubble, while also diving into a viral TikTok trend about the anticipated rapture that didn't occur.
The episode discusses the Trump administration's new $100,000 entry fee for H-1B visas, which could significantly impact tech companies' ability to hire skilled foreign workers, particularly those from India.
A deep dive into the semiconductor industry's transformation driven by AI, featuring VanEck's Angus Shillington and Nick Frasse discussing the massive capital expenditure in AI, the rise of fabless semiconductor companies, and the potential long-term impact of this technological revolution. The conversation explores the growth of companies like NVIDIA, the unique investment opportunities in VanEck's semiconductor ETFs SMH and SMHX, and why this AI-driven semiconductor boom differs from previous tech cycles.
In this episode of 20VC, Meta CMO Alex Schultz discusses the evolving landscape of marketing, AI's impact on technology, and the importance of having a clear North Star metric for companies. He shares insights on growth strategies, brand marketing, and the potential future of AI, emphasizing the need for companies to be adaptable and innovative.
Google had a remarkable week, potentially powering Apple's Siri with its Gemini AI and successfully fending off a major antitrust challenge. The company also made waves with its impressive Nano Banana image generation model, solidifying its position as a leader in generative AI.